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iPhone 17 Demand Lifts Apple to 25% Share in China in October

Counterpoint says broad uptake of higher-priced models sets up a record December quarter.

Overview

  • Apple’s iPhone sales in China rose 37% year over year in October on strong iPhone 17 demand, according to Counterpoint.
  • New iPhone models accounted for more than 80% of Apple’s unit sales in the country, with growth led by the standard iPhone 17.
  • China’s overall smartphone sell-through increased 8% in October as vendors ramped new devices into the market.
  • Xiaomi climbed to the No. 2 spot in China for the first time in over a decade, while Oppo’s sales grew 19% on Find X9 and Reno 14 strength.
  • Analysts cautioned that Huawei’s Mate 80 launch on November 25 and U.S.–China trade tensions pose risks to sustaining Apple’s momentum.